More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.
September 23
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A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.
September 23
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The majority of planners intend to work remotely at least one day per week through 2021.
September 23
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Deborah Matthews Phillips is senior vice president of payments and technology policy at the Independent Community Bankers of America.
September 23
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The agency has 90 days to review files and reach decisions.
September 23
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Grant Halloran is the CEO at
Planful . He has over 20 years of senior leadership experience in enterprise software, a career to date marked by positions where he drove high growth and global expansions.September 23
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The fund giants voted for 99% of U.S. directors proposed by the energy, utility, banking and automotive companies reviewed by nonprofit research group Majority Action.
September 23
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Charles Scharf has since apologized that his comments in a virtual meeting this summer were "misinterpreted."
September 23
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Jim Buffington, CPA, is an advisory services leader with Intuit Accountants. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning. Connect with Jim on Twitter @jimatintuit.
September 23
